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The Week in Digital Wealth (2/5/24)
This past week offered conference calls about earnings, the chilly winter, and annual objectives. These are some of the issues the industry faced alongside...
Advisor Tech Talk (Week of 2/6/24)
It was another busy week in advisor-facing wealth tech, with a few big names dropping interesting announcements.
In this week’s Advisor Tech...
The Week in Digital Wealth (1/29/24)
The industry calmed down as the post-holiday activities resumed in earnest.
NASDAQ launched an interesting IPO data tool;
CME and DTCC revealed a cross-margin...
The Week in Digital Wealth (1/23/24)
It's tax season!
Have you done your numbers?
That said, Hidden Road is going deeper into the transaction space
Cops think the metaverse works for...
The Week in Digital Wealth (1/15/24)
The industry resumed fully (post holiday season) with solutions, partnerships, and products occurring everywhere.
Bloomberg has launched a new data tool
Circle started its...
The Week in Digital Wealth (1/8/24)
Welcome to 2024!
The industry kept the hits coming over the holidays, with new and old players showing their strengths.
The SEC continued with its...
DWN Publisher Notes For 1/3/23
Friends, Happy 2024, and hoping you had a beautiful holiday season! The new year brings a new tracking index from our team-the DWN AI Index. There's no doubt in our minds that AI is THE future of digital wealth! READ UP!
2023-The Year in Digital Wealth, Part 2
We wish everyone a Happy New Year! To review Part 1 of our 2023 year in review in digital wealth. click here. Now onto...
WEALTHTECH INSIDER: Uncovering A New Behavioral Investing Framework
Behavioral finance has enhanced financial planning by working to address people’s behavioral & emotional needs around money, acknowledging that emotional decision making is the genesis of many financial errors.
The Week in Digital Wealth (12/19/23)
There may not be any gifts on Christmas trees in the industry, but there were a lot of solutions and partnerships to wrap up...